HSBC Conservative Hybrid Fund vs Axis Regular Saver Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹157 Cr | ₹271 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 2004 | 16 Jul 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 27% | 64.15% |
Expense Ratio | 2.17 | 2.2 |
Manager | Mahesh A Chhabria | Devang Shah |
ISIN Code | INF336L01099 | INF846K01693 |
Exits Load | Data not available./365 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.19% | 0.8% |
6 Month | 4.74% | 2.72% |
1 Year | 5.16% | 5.41% |
3 Year | 10.78% | 7.49% |
5 Year | 8.96% | 7.75% |
SIP Return Analysis
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.48% | 0.96% |
1 Year | 8.1% | 6.36% |
3 Year | 10.31% | 7.48% |
5 Year | 9.28% | 6.91% |
Rolling Lumpsum Returns
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.21% | 7.37% |
3 Year | 8.47% | 7.33% |
5 Year | 8.85% | 7.97% |
Risk Management
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.64% | 3.58% |
Sharp | 0.81% | 0.12% |
Beta | 1.30% | 1.16% |
Alpha | 0.74% | -2.21% |
Fund Managers
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Mahesh A Chhabria | Devang Shah |
Total AUM | ₹15021 Cr | ₹60014 Cr |
Funds Managed | 9 | 15 |
HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 81.53 | 81.58 |
Large Cap | 8.11 | 17.15 |
Mid Cap | 6.2 | 0.81 |
Small Cap | 4.17 | 0.46 |
Sector Allocation
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 81 | 81.14 |
Industrials | 8.68 | 1.02 |
Technology | 1.92 | 2.03 |
Financial Services | 1.29 | 7.9 |
Consumer Cyclical | 5.67 | 1.19 |
Utilities | 0.53 | 0.77 |
Healthcare | 0.01 | 1.44 |
Real Estate | 0.88 | - |
Energy | - | 1.95 |
Consumer Defensive | - | 0.84 |
Basic Materials | - | 0.92 |
Communication Services | - | 0.79 |
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